Claimant Name   Submission Date
 
Client Information
Company   Address  
Adjuster  
Phone    City  
State  
ZipCode  
 
Email Confirm Email
   
 
   
 
Requested Services (Please check all that apply)
   
     Court or Mediation Date
Additional Services Available (Please check any additional services requested)  
      
 
Medical Records & Payment History (Required)
Once this Referral Information is submitted, a confirmation email will be sent to the email entered above.  This email will direct you to fax a complete payout history since the date of injury, showing provider names, dates of service, amounts paid, and insurance company payment codes.  If available, please provide detailed pharmacy payout history as well.  The email will provide the fax number and the Referral Submission Number to include on your fax cover sheet.        
 
Claim Information
Claimant's Name   Date of Birth
 
Claim Number(s)   State of Jurisdiction  
Date(s) of Injury  
 
SSD/SSDI and Medicare Information (where Available - Please leave blank if unknown)
SSD Status       Date 
 
Medicare Status        Medicare# Date 

Claimant Information
Address Employer (at time of injury)
Apt/Unit# Employer's Address
City Suite/Floor
State City  
ZipCode State
Phone  ZipCode
 
Attorney / PBM Information / Structured Settlement Broker
Utilize Rated Age    
Applicant's Counsel Defense Counsel SS Broker
Firm Firm Firm
Email   Email   Email  
Address Address Address
City City City
State State State
ZipCode ZipCode ZipCode
Phone Phone Phone
 
Phone Contact Name
 
File and Settlement Information
Which body part(s) and/or condition(s) are accepted in this claim?  
 
Is any portion of the claim denied?
    
Details: Which body parts or diagnoses are NOT accepted in this claim?  
 
Is any portion of the claim disputed?
    
Details: If disputed or excluded, which body part(s) and/or condition(s) are at issue?  
 
Are any of the body parts/conditions NOT accepted in this claim being settled or addressed under another claim?  
 
Please indicate proposed settlement amount or range $
 
Has the claim settled as a whole?            Date 
 Amount  $
 
Comments (Anything else we should know about this case?)
 
  
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